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| 1 | +# Infrastructure as code |
| 2 | + |
| 3 | +Microsoft Graph API Design Pattern |
| 4 | + |
| 5 | +*Infrastructure as code (IaC) resource pattern ensures that repeated operations to a resource always results in a predictable resource end-state.* |
| 6 | + |
| 7 | +## Problem |
| 8 | + |
| 9 | +Infrastructure as code (IaC) defines system resources and topologies in a descriptive manner that allows teams to manage those resources as they would code. |
| 10 | +Practicing IaC helps teams deploy system resources in a reliable, repeatable, and controlled way. |
| 11 | +IaC also helps automate deployment and reduces the risk of human error, especially for complex large environments. |
| 12 | +Customers want to adopt IaC practices for many of the resources managed through Microsoft Graph. |
| 13 | + |
| 14 | +Most resources' creation operations in Microsoft Graph are not idempotent in nature. |
| 15 | +As a consequence, API consumers that want to offer IaC solutions, must create compensation layers that can mimic idempotent behavior. |
| 16 | +For example, when creating a resource, the compensation layer must check whether the resource first exists, before trying to create or update the resource. |
| 17 | + |
| 18 | +Additionally, IaC code scripts or templates usually employ client-provided names (or keys) to track resources in a predictable manner, whereas [Microsoft Graph guidelines](../GuidelinesGraph.md#behavior-modeling) suggests use of `POST` to create new entities with service-generated keys. |
| 19 | + |
| 20 | +## Solution |
| 21 | + |
| 22 | +The solution is to use an `UPSERT` pattern, to solve for the non-idempotent creation and client-provided naming problems. |
| 23 | + |
| 24 | +* For IaC scenarios, resources must use `UPSERT` semantics with an [alternate key](./alternate-key.md): |
| 25 | + * Use `PATCH` with a client-provided alternate key. |
| 26 | + * For a non-existent resource (specified by the alternate key) the service must handle this as a "create". As part of creation, the service must still generate the primary key value. |
| 27 | + * For an existing resource (specified by the alternate key) the service must handle this as an "update. |
| 28 | + * Any new alternate key, used for IaC scenarios, be called `uniqueName`. |
| 29 | + * NOTE: the service must also support `GET` using the alternate key pattern. |
| 30 | +* For consistent CRUD Microsoft Graph behaviors, all resources, **including** resources used in IaC scenarios, should use `POST` and a service-generated primary key, per existing guidelines, and support `GET`, `PATCH` and `DELETE` using the primary key. |
| 31 | +* If a service does not support `UPSERT`, then a `PATCH` call against a non-existent resource must result in an HTTP "409 conflict" error. |
| 32 | + |
| 33 | +This solution allows for existing resources that follow Microsoft Graph conventions for CRUD operations to add `UPSERT` without impacting existing apps or functionality. |
| 34 | + |
| 35 | +Ideally, all new entity types should support an `UPSERT` mechanism, especially if the resource is likely be used in IaC scenarios. |
| 36 | + |
| 37 | +## When to use this pattern |
| 38 | + |
| 39 | +This pattern should be adopted for resources that are managed through infrastructure as code or desired state configuration. |
| 40 | + |
| 41 | +## Issues and considerations |
| 42 | + |
| 43 | +* The addition of this new pattern (with alternate key) does not represent a breaking change. |
| 44 | +However, some API producers may have concerns about accidental usages of this new pattern unwittingly creating many new resources when the intent was an update. |
| 45 | +As a result, API producers can use the `Prefer: idempotent` to require clients to opt-in to the UPSERT behavior. |
| 46 | +* API producers could use `PUT` operations to create or update, but generally this approach is not recommended due to the destructive nature of `PUT`'s replace semantics. |
| 47 | +* API producers could to use `UPSERT` with a primary (client-provided) key and this may be appropriate for some scenarios. However, the recommendation is for resources to support creation using `POST` and a service-generated primary key, for consistency reasons. |
| 48 | +* API producers may annotate entity sets, singletons and collections to indicate that entities can be "upserted". The example below shows this annotation for the `groups` entity set. |
| 49 | + |
| 50 | +```xml |
| 51 | +<EntitySet Name="groups" EntityType="microsoft.graph.group"> |
| 52 | + <Annotation Term="Org.OData.Capabilities.V1.UpdateRestrictions"> |
| 53 | + <Record> |
| 54 | + <PropertyValue Property="Upsertable" Bool="true"/> |
| 55 | + </Record> |
| 56 | + </Annotation> |
| 57 | +</EntitySet> |
| 58 | +``` |
| 59 | + |
| 60 | +## Examples |
| 61 | + |
| 62 | +For these examples we'll use the `group` entity type, which defines both a primary (service-generated) key (`id`) and an alternate (client-provided) key (`uniqueName`). |
| 63 | + |
| 64 | +```xml |
| 65 | +<EntityType Name="group"> |
| 66 | + <Key> |
| 67 | + <PropertyRef Name="id"/> |
| 68 | + </Key> |
| 69 | + <Property Name="id" Type="Edm.String"/> |
| 70 | + <Property Name="uniqueName" Type="Edm.String"/> |
| 71 | + <Property Name="displayName" Type="Edm.String"/> |
| 72 | + <Property Name="description" Type="Edm.String"/> |
| 73 | + <Annotation Term="OData.Community.Keys.V1.AlternateKeys"> |
| 74 | + <Collection> |
| 75 | + <Record Type="OData.Community.Keys.V1.AlternateKey"> |
| 76 | + <PropertyValue Property="Key"> |
| 77 | + <Collection> |
| 78 | + <Record Type="OData.Community.Keys.V1.PropertyRef"> |
| 79 | + <PropertyValue Property="Name" PropertyPath="uniqueName" /> |
| 80 | + </Record> |
| 81 | + </Collection> |
| 82 | + </PropertyValue> |
| 83 | + </Record> |
| 84 | + </Collection> |
| 85 | + </Annotation> |
| 86 | + </Property> |
| 87 | +</EntityType> |
| 88 | +``` |
| 89 | + |
| 90 | +### Upserting a record (creation path) |
| 91 | + |
| 92 | +Create a new group, with a `uniqueName` of "Group157". In this case, this group does not exist. |
| 93 | + |
| 94 | +```http |
| 95 | +PATCH /groups(uniqueName='Group157') |
| 96 | +``` |
| 97 | + |
| 98 | +```json |
| 99 | +{ |
| 100 | + "displayName": "My favorite group", |
| 101 | + "description": "All my favorite people in the world" |
| 102 | +} |
| 103 | +``` |
| 104 | + |
| 105 | +Response: |
| 106 | + |
| 107 | +```http |
| 108 | +201 created |
| 109 | +``` |
| 110 | + |
| 111 | +```json |
| 112 | +{ |
| 113 | + "id": "1a89ade6-9f59-4fea-a139-23f84e3aef66", |
| 114 | + "displayName": "My favorite group", |
| 115 | + "description": "All my favorite people in the world", |
| 116 | + "uniqueName": "Group157" |
| 117 | +} |
| 118 | +``` |
| 119 | + |
| 120 | +### Upserting a record (update path) |
| 121 | + |
| 122 | +Create a new group, with a `uniqueName` of "Group157", exactly like before. Except in this case, this group already exists. This is a common scenario in IaC, when a deployment template is re-run multiple times. |
| 123 | + |
| 124 | +```http |
| 125 | +PATCH /groups(uniqueName='Group157') |
| 126 | +``` |
| 127 | + |
| 128 | +```json |
| 129 | +{ |
| 130 | + "displayName": "My favorite group", |
| 131 | + "description": "All my favorite people in the world" |
| 132 | +} |
| 133 | +``` |
| 134 | + |
| 135 | +Response: |
| 136 | + |
| 137 | +```http |
| 138 | +200 ok |
| 139 | +``` |
| 140 | + |
| 141 | +```json |
| 142 | +{ |
| 143 | + "id": "1a89ade6-9f59-4fea-a139-23f84e3aef66", |
| 144 | + "displayName": "My favorite group", |
| 145 | + "description": "All my favorite people in the world", |
| 146 | + "uniqueName": "Group157" |
| 147 | +} |
| 148 | +``` |
| 149 | + |
| 150 | +Notice how this operation is idempotent in nature, rather than returning a 409 conflict error. |
| 151 | + |
| 152 | +### Upsert not supported |
| 153 | + |
| 154 | +Create a new group, with a `uniqueName` of "Group157". In this case, this group does not exist and additionally |
| 155 | +the service does not `UPSERT` for groups. |
| 156 | + |
| 157 | +```http |
| 158 | +PATCH /groups(uniqueName='Group157') |
| 159 | +``` |
| 160 | + |
| 161 | +```json |
| 162 | +{ |
| 163 | + "displayName": "My favorite group", |
| 164 | + "description": "All my favorite people in the world" |
| 165 | +} |
| 166 | +``` |
| 167 | + |
| 168 | +Response: |
| 169 | + |
| 170 | +```http |
| 171 | +409 conflict |
| 172 | +``` |
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